Job Description
Citi Wealth is seeking a dynamic and client-driven equity professional to lead the **Americas** Equity Advisory function within its Global Capital Markets organization. This role is the primary owner of the equity narrative for Citi Wealth in North America and Latin America — responsible for generating and communicating compelling equity strategy, thematic investment ideas, and actionable trade recommendations that inspire advisors and clients to engage and act.
This is not a portfolio management role. The focus is on idea generation, thematic implementation, investment insights, and advising clients around their existing equity holdings. The successful candidate will build and grow their own book of active private banking clients through direct coverage while simultaneously serving as the key equity resource for Citi Wealth's internal advisor network. They will partner closely with Equity Research, the Chief Investment Office (CIO), and Equity Trading to ensure advisory vie...
This is not a portfolio management role. The focus is on idea generation, thematic implementation, investment insights, and advising clients around their existing equity holdings. The successful candidate will build and grow their own book of active private banking clients through direct coverage while simultaneously serving as the key equity resource for Citi Wealth's internal advisor network. They will partner closely with Equity Research, the Chief Investment Office (CIO), and Equity Trading to ensure advisory vie...